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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,657 | $127,273-68.1% | $109,895-63.0% | $167,518-75.7% |
| Participation rate | 56.3% | 77.9%-21.6pp | 74.2%-18.0pp | 82.1%-25.9pp |
| Annual return | 10.54% | 22.97%-12.4pp | 29.46%-18.9pp | 478.71%-468.2pp |
| Employer contribution / active EE | $1,060 | $3,324-68.1% | $2,843-62.7% | $4,838-78.1% |
| Participant deferral / active EE | $2,766 | $4,515-38.7% | $4,049-31.7% | $6,342-56.4% |
| Admin fee / account holder | $433 | $7,117-93.9% | $6,067-92.9% | $12,312-96.5% |